> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aisync.link/llms.txt
> Use this file to discover all available pages before exploring further.
# Pipeline
**Pipeline** is a kanban board for your sales or follow-up process. Each board is a pipeline. Each column is a stage. Each card is a contact.
This page does **not** create contacts. Contacts come from PowerLists, imports, conversations, and the rest of the workspace. Pipeline only **places** those contacts into stages.
## β¨ What you can do
* See where every lead sits in your process
* Drag a contact from one stage to the next
* Create, rename, reorder, or delete pipelines and stages
* Open a contact for details, notes, appointments, and messages
* Optional: sync the board with a connected **LeadConnector** (GHL) location
**π How the pieces fit together**
**Pipeline β Stages β Contacts**
| Piece | What it is | Example |
| ---------------- | -------------------------------- | --------------------------- |
| **Pipeline** | The whole board | Sales Funnel |
| **Stage** | One column on that board | New Lead, Contacted, Closed |
| **Contact card** | A person currently in that stage | Sara, +1β¦ |
If LeadConnector is connected:
**LeadConnector location β pipelines β stages β deals**
* Each location has its **own** pipelines
* Choosing a location on a pipeline creates that board on that location too
* A **deal** is that contact sitting on a LeadConnector stage
* Or keep a pipeline local with **Donβt sync to GHL**
***
## π What you see on the page
| Control | What it does |
| ---------------------- | ----------------------------------------------------------------------------- |
| **Location** | Which pipelines to show: **All**, **Donβt sync**, or a LeadConnector location |
| **Pipeline** | Which board to display |
| **All Assigned Users** | Limit cards to one teammate (when available) |
| **All Powerlists** | Limit cards to one PowerList |
| **SOPs** | Built-in standard operating procedures |
| **Manage** | Add, edit, or delete boards |
Below the header: one column per stage, contact cards, count badge, and **Dial** on each column.
**π First time: no pipelines yet**
If none exist, you see **No Pipeline Created** and **Create Pipeline**.
1. Click **Create Pipeline** (or **Manage**)
2. Click **Add Pipeline**
3. Follow [Create a pipeline](#-create-a-pipeline)
***
## π Location filter
Appears when LeadConnector locations are connected. Filters **which pipelines** you see β it does not move contacts.
| Option | What you see |
| ------------------- | ---------------------------------------------- |
| **All** (default) | Every pipeline, synced or not |
| **Donβt sync** | Only pipelines **not** linked to LeadConnector |
| **A location name** | Only pipelines linked to that location |
Empty states may say **No pipelines synced**, **No unsynced pipelines**, or **No pipelines** β switch the filter or open **Manage**.
***
## ποΈ The board
Pick a pipeline from the **Pipeline** dropdown. Columns appear left to right in stage order.
Each column shows:
* Stage name + pencil (rename)
* **Dial** β opens the Dialer for contacts in that stage
* Contact count
* Cards (scroll to load more)
Empty columns say **No contacts in this stage**.
### π§βπΌ Contact cards
Each card shows name, phone, email, **Call**, and **Message** (opens [Conversations](/conversation/conversations)).
* Click the **card** (not Message) to open **Contact Details**
* **Drag** a card to another column to change stage β **Contact moved** confirms it
Contacts appear only after they are **assigned to a stage**. Being in a PowerList is not enough by itself.
***
## π€ Contact Details
Click a card. Tabs:
| Tab | What it is |
| ---------------- | --------------------------------------------- |
| **Contact Info** | Review and save contact fields |
| **Notes** | Notes on this contact β **Add Note** |
| **Appointments** | Calendar appointments |
| **Log** | Message and call history β send SMS from here |
Close when done. The board stays on the same pipeline.
***
## βοΈ Pipeline Management
Click **Manage** in the header.
| Column | What it is |
| ----------------- | -------------------------------- |
| **#** | Row number |
| **Pipeline Name** | Board name |
| **Stages** | How many stages |
| **Created At** | When created |
| **Actions** | Edit (pencil) and Delete (trash) |
***
## β Create a pipeline
1. Click **Manage** β **Add Pipeline**
2. Enter a **Pipeline Name** (required)
3. **GHL Location** (if LeadConnector is connected):
* **Donβt sync to GHL** β workspace only
* A location β board and stages are created there when you save
4. **Powerlists** (optional) β search and select one or more lists
5. **Pipeline Stages** β defaults: New Lead, Contacted, Proposal Sent, Closed
6. **Add Stage** for more columns; drag to reorder
7. Click **Save Pipeline**
You need at least one stage, and every stage needs a name.
***
## βοΈ Edit a pipeline
1. **Manage** β pencil on that row (**Edit Pipeline**)
2. Change name, PowerLists, or stages
3. **Save Pipeline**
**π GHL Location when editing**
* Not linked yet β you can pick a location or leave **Donβt sync to GHL**
* Already linked β location is locked (*cannot be changed*)
Saving a linked pipeline also updates that board in LeadConnector.
**Stages in the form**
* **Add Stage** β then **Save Pipeline**
* Rename in the stage box
* Drag to reorder
* Trash a stage (you cannot remove the last one) β **Save Pipeline** or it is not removed
**βοΈ Rename a stage from the board**
1. Click the pencil on the column header
2. Type the new name β Enter or click away (Escape cancels)
3. **Stage name updated** confirms it
On a linked pipeline, the name updates in LeadConnector too.
***
## ποΈ Delete a pipeline
1. **Manage** β trash icon
2. Confirm **Are you sure you want to delete this pipeline?**
If the pipeline is linked to LeadConnector, that board is deleted there too β including deals on it. Unlinked pipelines (**Donβt sync to GHL**) are removed from this workspace only.
***
## π Put a contact on a pipeline
**From Conversations**
1. Open the contact β **Pipelines** section
2. Choose **Pipeline** and **Pipeline Stage** β save
**From the board**
Drag a card between stages (move, not first placement).
**From a workflow**
Use **Pipeline stage changed** as a trigger, or set pipeline/stage as an action in the [workflow builder](/workflow/all-workflows).
***
## π LeadConnector (GHL) sync
Connect locations first; sync second.
**π Connect a location**
1. **Settings β Integration β LeadConnector**
2. **Connect New** (or **Re-Connect** if expired)
3. Finish login and pick the location
Each location has its own pipelines. Actions include **Sync Pipeline**, **Re-Connect**, and **Disconnect**.
**π Sync Pipeline (LeadConnector β this workspace)**
Use when boards already exist in LeadConnector.
1. **Settings β Integration β LeadConnector**
2. On that locationβs row, click **Sync Pipeline**
3. Wait for sync to finish
| Result | Meaning |
| ---------- | ----------------------------------------------------------- |
| **New** | Board did not exist here β created with stages |
| **Linked** | Matching board was already here β connected, not duplicated |
| **Stages** | Stages created or matched |
Sync is **per location**. Syncing Location A does not import Location B.
**β‘οΈ Create or edit here (this workspace β LeadConnector)**
No Sync click needed β **saving** is enough.
| You do this | What happens in LeadConnector |
| --------------------------------- | -------------------------------- |
| Create pipeline + choose location | Board and stages created there |
| Edit linked pipeline | Linked board updated |
| Rename stage from board | Stage name updated |
| Delete linked pipeline | Board deleted there too |
| **Donβt sync to GHL** | Nothing created in LeadConnector |
**πΌ Deals when a contact changes stage**
When you move a contact (board or Conversations):
* **Contact linked to LeadConnector** β deal created or moved to the matching stage
* **Contact not linked** β they still move on **your** board; no deal over there
Sync alone does **not** push everyone already on the board as deals. The contact must actually be linked (came from LeadConnector or contact sync).
***
## π SOPs
**SOPs** opens formal procedures for purpose, definitions, prerequisites, and create / modify / delete / navigate. Sections are collapsible. Use SOPs for written procedures; use this guide for day-to-day steps.
## π‘ Typical uses
| Use | How |
| --------------------------- | ------------------------------------------------------------------------------------ |
| Sales board | New Lead β Contacted β Proposal Sent β Closed β drag as you go |
| Same board in LeadConnector | Create here, choose location, save β or **Sync Pipeline** if it already exists there |
| Local-only process | **Donβt sync to GHL** |
| Call a stage | **Dial** on the column |
| Text from the board | **Message** on the card β Conversations |